Vontobel Holding’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
9,326
-815
| -8% | -$45.7K | ﹤0.01% | 774 |
|
|
2025
Q1 | $528K | Sell |
10,141
-443
| -4% | -$23.1K | ﹤0.01% | 770 |
|
|
2024
Q4 | $499K | Buy |
+10,584
| New | +$499K | ﹤0.01% | 790 |
|
|
2024
Q3 | – | Sell |
-5,196
| Closed | -$212K | – | 1099 |
|
|
2024
Q2 | $212K | Buy |
+5,196
| New | +$212K | ﹤0.01% | 977 |
|
|
2024
Q1 | – | Sell |
-6,979
| Closed | -$232K | – | 1116 |
|
|
2023
Q4 | $232K | Buy |
+6,979
| New | +$232K | ﹤0.01% | 991 |
|
|
2023
Q2 | – | Sell |
-7,986
| Closed | -$203K | – | 1106 |
|
|
2023
Q1 | $203K | Buy |
7,986
+396
| +5% | +$10.1K | ﹤0.01% | 981 |
|
|
2022
Q4 | $212K | Buy |
+7,590
| New | +$212K | ﹤0.01% | 981 |
|
|
2022
Q1 | – | Sell |
-6,163
| Closed | -$202K | – | 1079 |
|
|
2021
Q4 | $202K | Buy |
+6,163
| New | +$202K | ﹤0.01% | 1002 |
|
|
2021
Q3 | – | Sell |
-8,917
| Closed | -$267K | – | 1185 |
|
|
2021
Q2 | $267K | Buy |
+8,917
| New | +$267K | ﹤0.01% | 957 |
|
|
2021
Q1 | – | Sell |
-156,601
| Closed | -$4.26M | – | 1002 |
|
|
2020
Q4 | $4.26M | Buy |
+156,601
| New | +$4.26M | 0.03% | 264 |
|